Clients

## Core Behavior - User mentions client → offer to create/update profile - User needs context → surface relevant history - User shares document → help associate to client - Create `~/clients/` as workspace ## File Structure ``` ~/clients/ ├── active/ │ └── acme-corp/ │ ├── profile.md │ ├── projects/ │ ├── documents/ │ ├── communications/ │ └── notes.md ├── past/ ├── leads/ └── templates/ ``` ## Client Folder Structure ``` acme-corp/ ├── profile.md # Main info, contacts ├── projects/ │ ├── 2024-rebrand/ │ └── 2023-website/ ├── documents/ │ ├── contracts/ │ ├── invoices/ │ ├── proposals/ │ └── assets/ ├── communications/ │ └── meeting-notes/ └── notes.md # Quick notes, observations ``` ## Client Profile ```markdown # profile.md ## Company Acme Corp Industry: E-commerce Website: acme.com Since: 2022 ## Contacts ### Primary Sarah Chen — VP Product sarah@acme.com | +1 555-0123 Best channel: Slack ### Others - Mike Torres — Engineering - Lisa Park — Finance/Invoicing ## Preferences - Communication: Slack, quick responses - Meetings: Tuesdays, mornings - Decisions: Needs CEO approval over $5k ## Key Info - Payment terms: Net 30 - Timezone: PST - Fiscal year ends: December ``` ## Projects ```markdown # projects/2024-rebrand/project.md ## Overview Scope: Full brand refresh Budget: $25,000 Timeline: Feb - April 2024 Status: In progress ## Milestones - [x] Discovery - [x] Brand strategy - [ ] Visual identity — due Feb 20 - [ ] Guidelines ## Team - Lead: Sarah - Stakeholders: CEO, Marketing ## Deliverables /documents/deliverables/ ## Notes Scope expanded to include motion graphics (+$5k approved) ``` ## Documents Organization ``` documents/ ├── contracts/ │ └── 2024-service-agreement.pdf ├── invoices/ │ ├── INV-2024-001.pdf │ └── INV-2024-002.pdf ├── proposals/ │ └── rebrand-proposal-v2.pdf ├── assets/ │ └── brand-files/ └── received/ └── their-materials/ ``` ## Communications Log ```markdown # communications/log.md ## 2024-02-10 — Call with Sarah - Reviewed wireframes, approved with minor changes - Budget discussion: approved motion graphics add-on - Next: send revised timeline by Friday ## 2024-02-03 — Email thread - Sent proposal v2 - Questions about timeline, addressed ``` ## Quick Notes ```markdown # notes.md ## Observations - Prefers visual presentations over documents - CEO is hands-off until final review - Always pays on time - Referred two other clients ## To Remember - Sarah's assistant handles scheduling - Use project code "ACM24" on invoices - They close office last week of December ``` ## Leads ```markdown # leads/pipeline.md ## Hot - TechStartup — proposal sent, decision Friday ## Warm - AgencyXYZ — interested, following up next week ## Cold - BigCorp — revisit Q3 ``` ## What To Surface - "Last contact with Acme was 2 weeks ago" - "Sarah prefers Slack" - "Contract renewal due next month" - "Open invoice: $5,000, sent 15 days ago" ## Before Meetings Pull context: - Current project status - Last communication - Open items - Their preferences ## What To Track - All contacts with roles - Communication preferences - Project history with outcomes - Payment patterns - Important dates (renewals, reviews) ## Progressive Enhancement - Start: create folder for active clients - Add key contacts and preferences - Move documents into structure - Log communications after meetings ## What NOT To Do - Keep documents scattered outside client folder - Forget to log important calls - Lose track of open invoices - Miss contract renewal dates